Genmab — April 2017
-
Therefore I’m arguing the point that the full MM business is currently reflected in the stock price, I believe it is clearly not and the stock price will keep moving on positive MM news (for example: Pollux PFS updates, ORR / hazard ration in Alcyone study and faster than expected sales growth).
-
Therefore if the correct peak sales (15bn – 20bn) would already been verified by the analysts DCF models, they would show a much higher price target.
It is simple math, we know the Pollux PFS is 50+ months, so why are they calculating with only half of this in their DCF models? -
The current price targets should be way way higher.
We’ll get there, only it’s going to take more time. -
If you’re not sure if this is right I suggest you take an analyst report that has a full P&L up to 2025 (Citi Bank, Kempen, Nordea) and look how the peak sales of Dara is build up, you’ll see that their assumptions are way way to conservative.
-
@Bikube, regarding the Carina trial.
I get your view on the current sell-off, however I believe this in no case reflects a normal market reaction and this will not be how the market on average will react in the future if certain studies with the little magnitude like the Carina study fail. What happened in the rollercoaster from 1413 till 1220 just doesn’t make any sense. I think some part of it was manipulated and we’ll see 1400 within a couple of weeks. -
haha!
-
God morgen.
-
Tak for link Bud.
-
-
http://www.newswire.ca/news-releases/janssen-inc-receives-health-canada-approval-of-darzalex-daratumumab-by-priority-review-for-patients-with-multiple-myeloma-who-have-had-at-least-one-prior-therapy-619600403.html Janssen Inc. Receives Health Canada Approval of DARZALEX
(daratumumab) by Priority Review for Patients with Multiple Myeloma Who Have Had At Lea
st One Prior Therapy
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind